Documentation/Telemedicine
Module guide · Clinical
Telemedicine
A video visit, start to finish: scheduled with a patient and a host, joined through a waiting room, run live with chat and participant controls, documented on close, and archived for later lookup.
What this module is for
Open to clinical and coordinating staff; patients aren't users of this web app, they join the same call from their own mobile app.
Who uses it
Physicians, nurses, NPs/PAs, OB/GYNs, midwives, care coordinators, and directors. A visit's host, the provider who scheduled or is running it, gets extra controls (starting the call, recording, admitting from the waiting room, managing participants) that other participants don't see.
Where to find it
Open Telemedicine from the sidebar. Four screens: a dashboard, Schedule, the live Session Room, and History.
- 1
Schedule
Book a patient and a host provider for a time slot, with an optional recording flag.
- 2
Wait & admit
The patient joins a waiting room from the mobile app; the host admits them in.
- 3
Run the visit
Video runs in an embedded call window; chat, participants, and recording consent are managed alongside it.
- 4
Document & close
Ending the visit means writing it up, SOAP notes and billing codes, not just hanging up.
A few things worth knowing before you rely on this
Dashboard
A live view of what's happening right now, auto-refreshing every 15 seconds, plus 30-day volume and quality metrics.
Stat tiles
| Field | What it means |
|---|---|
| Live Now / Upcoming / Total Sessions | |
| Avg Duration, Completion Rate | |
| Avg Audio MOS | Mean Opinion Score, an industry-standard 1–5 call-clarity rating. |
| Missed Visits | Highlighted red whenever above zero. |
A "Live Now" list shows in-progress calls with a pulsing indicator, click one to join. A 30-day volume chart breaks sessions into Completed, Missed, Upcoming, and Live now.
Scheduling a visit
Book a video visit, and manage upcoming ones for a provider (defaults to you).
"Schedule Video Visit" form
| Field | What it means |
|---|---|
| Patient, Host Provider* | |
| Start, End* | Default to one hour from now, lasting 30 minutes. |
| Video Platform* | Twilio Video, Zoom for Healthcare, Doxy.me, AWS Chime SDK, or Daily.co (default). This is a metadata label only, the actual call always runs in the same embedded video window regardless of which is picked. |
| Chief Complaint | Free text. |
| Grace Period (min) | 1–30, default 10, how long the waiting room holds before a no-show path applies. |
| Enable recording | Checkbox; the label itself notes it requires patient consent. |
Patients get 24-hour and 1-hour reminders automatically, that's a fixed system default. Scheduled visits list with Open, Reschedule, and Cancel actions, the latter two only available while a visit is still Scheduled. Cancelling asks for a reason and can't be undone.
Starting the visit
Only the visit's host can start it; the patient joins a waiting room first.
Before Start Session is clicked (host-only, while Scheduled), the video area is blank. Once a patient joins from their app, an amber banner reads "Patient is waiting to be admitted", Admit Patient lets them in.
Scheduled — booked, not started
Waiting Room / In Progress — patient waiting, or call live
Completed — visit ended and documented
Missed / Cancelled / Technical Failure — didn't happen as planned
In the session
Live controls: recording consent, chat, participants, and ending with documentation.
Consent & recording
A "Patient consents to recording" checkbox is captured live, in the room, separately from the schedule-time flag. The host's Record button is blocked with a message if consent hasn't been recorded yet; a red "Recording" badge is visible to everyone while it's on.
Chat & participants
An in-call text chat only works while the visit is In Progress. The host can add participants (Host, Co-Host, Patient, Caregiver, Interpreter, Observer, Care Coordinator, or Scribe) and remove anyone but themself, removal asks for confirmation.
Leave just removes your own participation and is available to anyone at any time. End Visit (host-only) is different, it opens a documentation form first.
"End Visit" documentation form
| Field | What it means |
|---|---|
| Session Notes (SOAP) | Free text, optional. |
| ICD-10 Codes, CPT Codes | Comma-separated, optional. |
| Follow-up appointment needed | Checkbox. |
Ending a visit is final
Session history
A searchable archive of past visits, by provider or by patient.
Toggle By Provider or By Patient, then optionally filter by status. View reopens a past session read-only; PDF is only available once a visit is Completed. The status filter narrows what's shown on the current page, page through results if you're looking for something older.
Good practices
Record consent before recording
Use the End Visit form, not just Leave
Cancelling a scheduled visit can't be undone